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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
GWP
376
Gen-Wealth Partners
Michigan
$287K +$27.9K +386 +11%
Accredited Investors
377
Accredited Investors
Minnesota
$287K +$434 +6 +0.2%
Atria Wealth Solutions
378
Atria Wealth Solutions
New York
$285K -$22.2K -307 -7%
Lido Advisors
379
Lido Advisors
California
$279K -$611K -8,446 -69%
Farther Finance Advisors
380
Farther Finance Advisors
California
$279K +$229K +3,162 +512%
RP
381
Riverwater Partners
Wisconsin
$276K -$3.25K -45 -1%
BA
382
Ballast Advisors
Minnesota
$275K – – –
Chicago Partners Investment Group
383
Chicago Partners Investment Group
Illinois
$271K +$40K +553 +18%
INTECH Investment Management
384
INTECH Investment Management
Florida
$269K -$465K -6,438 -64%
Trillium Asset Management
385
Trillium Asset Management
Massachusetts
$266K – – –
Diversify Wealth Management
386
Diversify Wealth Management
Utah
$264K -$15.2K -210 -6%
CIBC Asset Management
387
CIBC Asset Management
Ontario, Canada
$262K +$9.04K +125 +4%
KI
388
Kapitalo Investimentos
Brazil
$262K +$257K +3,549 New
SFS
389
Stiles Financial Services
Minnesota
$261K +$434 +6 +0.2%
FIM
390
Freedom Investment Management
Connecticut
$260K -$31.5K -435 -11%
QPW
391
Quantum Private Wealth
Florida
$259K – – –
EWA
392
Encompass Wealth Advisors
Oregon
$258K – – –
LFP
393
Leeward Financial Partners
Washington
$257K – – –
MKC
394
M. Kraus & Co
Vermont
$254K – – –
WhitTier Trust Company
395
WhitTier Trust Company
Nevada
$245K +$22.8K +316 +11%
Profund Advisors
396
Profund Advisors
Maryland
$243K -$2.82K -39 -1%
Avidian Wealth Enterprises
397
Avidian Wealth Enterprises
Texas
$236K – – –
PIM
398
Penobscot Investment Management
Massachusetts
$236K – – –
OPW
399
Osprey Private Wealth
New York
$236K +$231K +3,200 New
NIM
400
Northeast Investment Management
Massachusetts
$231K -$16.5K -228 -7%